Filed March 20, 2011 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HARRIS2 years Filed as: HARRIS ASSOCIATES LP Service code 27 · EIN 36-3484078 | Advisory (Plan) | $670,265 |
SELECT EQUITY GROUP, L.P.2 years Filed as: SELECT EQUITY GROUP, LP Service code 27 · EIN 46-3465710 | Advisory (Plan) | $309,056 |
NEUBERGER BERMAN8+ years Filed as: NEUBERGER & BERMAN Service code 27 · EIN 13-5521910 | Advisory (Plan) | $147,039 |
LYRICAL ASSET MANAGEMENT7 years Service code 27 · EIN 37-1572793 | Advisory (Plan) | $101,041 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $540,865 | $82,202+558.0% | $125,339+331.5% | $64,808+734.6% |
| Participation rate | 98.9% | 77.9%+21.1pp | 82.4%+16.6pp | 71.5%+27.5pp |
| Annual return | -15.42% | 3.48%-18.9pp | 572.05%-587.5pp | 32.82%-48.2pp |
| Employer contribution / active EE | $8,272 | $3,615+128.8% | $4,814+71.8% | $2,506+230.1% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $3,326 | $163+1937.6% | $10,010-66.8% | $188+1671.2% |